Bill joined ClearPath advisors in 2016 as a junior advisor. After a few years, he quickly transitioned into a full-time advisor. With a passion for always wanting to help others, he specializes in assisting clients identify their most cherished goals and create custom solutions to help achieve them. Realizing the importance of education and helping clients achieve financial independence is his driving force.
In 2021, Bill received the RICP® designation from the American College for Financial Services. This positions him to better serve his clients with their retirement income needs. With the focus of the industry shifting towards planning and coaching, Bill recognizes the importance of helping to pivot the firm in that direction. He now plays an integral role in comprehensive client planning and investment selection.
Outside of work, Bill spends his time with his wife Kara and 2 sons Chris and Collin. He tries to enjoy every opportunity outdoors either hiking or biking, but is just as content inside enjoying a good book or movie.
Education
Retirement Income Certified Professional, RICP®, American College for Financial Services
FINRA Series 7 and 66 securities registrations
New York Life, Health and Variable Annuities licenses